Deal Size

Focused on companies with $10M+ Revenue and $1M+ EBITDA with enterprise valuations between $10M and $100M+.

Industry Focus

Industry agnostic with extensive experience in software, technology, healthcare, business services & manufacturing.

Geography

Licensed investment bankers serving clients across the USA as well as cross border transactions with EU, ASIA & LTAM.

Transaction Types

Facilitate transactions that include debt, equity, minority / majority deals and 100% buyout scenarios.

Advising Business Buyers

Divestitures & Carve-outs

Executing a divestiture or carving out a business unit is a complex undertaking that requires precision, strategic clarity, and careful coordination across functions.

This is why corporations, business owners, and private equity firms rely on us to guide them through the financial, operational, and structural challenges that come with separating assets or non-core divisions.

As a trusted advisor, we help clients streamline their portfolios, unlock hidden value, and ensure the divested entity is positioned for long-term success—whether it is sold, spun off, or transitioned to a new owner.

Our disciplined process focuses on minimizing disruption, preserving organizational continuity, and maximizing value realization through thoughtful preparation, buyer outreach, and seamless execution.

Step 01

Strategic Assessment

Identify non-core assets suitable for divestiture.

Evaluate standalone financials and operational considerations.

Define transaction goals and required separation scope.

Step 02

Carve-out Readiness & Structuring

Develop carve-out financial statements and operational plans.

Identify transition service needs and structure TSA terms.

Prepare marketing materials tailored for financial and strategic buyers.

Step 03

Execution & Separation

Manage buyer outreach and competitive bid processes.

Support negotiations focused on maximizing value and clarity.

Coordinate post-deal separation to ensure business continuity.

Industries & Sectors

Expertise Across High-Growth Markets

Technology & Software

Software companies as they scale, acquire, or prepare for exit.

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Healthcare & Life Sciences

M&A support for healthcare innovators and medical advancements.

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Consumer & Retail

Driving growth-focused deals for consumer brands and retailers.

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Industrials / Manufacturing

Strategic transactions for industrial and manufacturing leaders.

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Real Estate & Infrastructure

Advisory for property, development, and infrastructure assets.

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Financial Services & FinTech

M&A expertise for financial institutions and digital fintech players.

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Energy & Sustainability

Deals that advance clean energy and sustainable solutions.

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Emerging Markets

Cross-border opportunities in fast-growing global regions.

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We strive to help owners of middle-market companies realize their exit and growth strategies by providing value-added transaction advisory services.

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